Guardian Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Guardian Wealth Management, Inc.

$132 Million
Q4 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 2,306 shares of VBR stock, worth $442,636. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,306

Previous 2,965 22.23%

Holding current value

$442,636

Previous $595,000 23.19%

% of portfolio

0.35%

Previous 0.45%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$197.36 - $217.3 $130,060 - $143,200	-659 Reduced 22.23%	2,306 $457,000
Q3 2024 Nov 14, 2024	BUY	$179.99 - $201.6 $197,989 - $221,760	1,100 Added 58.98%	2,965 $595,000
Q2 2024 Aug 08, 2024	BUY	$177.65 - $191.11 $89,713 - $96,510	505 Added 37.13%	1,865 $340,000
Q1 2024 May 14, 2024	BUY	$172.45 - $191.88 $9,139 - $10,169	53 Added 4.06%	1,360 $260,000
Q4 2023 Feb 14, 2024	BUY	$149.18 - $181.94 $10,591 - $12,917	71 Added 5.74%	1,307 $235,000
Q3 2023 Oct 31, 2023	BUY	$157.33 - $174.39 $5,506 - $6,103	35 Added 2.91%	1,236 $197,000
Q2 2023 Aug 14, 2023	BUY	$150.74 - $165.4 $8,290 - $9,097	55 Added 4.8%	1,201 $198,000
Q1 2023 May 09, 2023	BUY	$150.22 - $177.69 $41,010 - $48,509	273 Added 31.27%	1,146 $181,000
Q4 2022 Feb 10, 2023	BUY	$147.25 - $169.54 $92,178 - $106,132	626 Added 253.44%	873 $138,000
Q3 2022 Nov 14, 2022	BUY	$143.4 - $172.87 $14,483 - $17,459	101 Added 69.18%	247 $35,000
Q2 2022 Aug 15, 2022	BUY	$146.67 - $178.24 $146 - $178	1 Added 0.69%	146 $22,000
Q4 2021 Feb 15, 2022	BUY	$168.72 - $185.72 $24,464 - $26,929	145 New	145 $26,000

Others Institutions Holding VBR

# of Institutions

1,703

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.

Account

Guardian Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History